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Post a Credit to a Customer's Account

In situations where we need to decrease the amount owed by the Customer, we refer to it as posting a credit. 

To post a credit to a renter, please follow the steps below: 

  • Log into your Dashboard & select Customers 

  • Select which customer you are going to apply the credit to 

  • When viewing the customer, click on the sub-tab “Statement

  • When viewing the customers 'Statement' tab, click on the wheel/gear icon and select 'Post Transaction' from the drop-down list.

  • Provide a brief description of the reason for the credit in the 'description' box. (This description will appear as a line item once the credit is posted so it's important to be clear on the reason for the credit.)

  • From the ‘Type’ drop-down, select the option labeled 'Ancillary Fee Refund'

  • Then, you'll need to enter the amount that will be credited and subsequently deducted from the Customer's balance in the field provided.

  • Once all the fields are filled, click on the blue ‘Post’ button

Once you have successfully posted the credit, you'll be able to view it as a line item on the Customer's statement. 

When a credit is posted, it will show as a refund line item & will lower the customer's current balance (if they have one) OR show as a minus amount, which will lower any future balance posted to their account.

Please Note: The line item says 'Refund' as the credit was applied. This is NOT an actual refund to the customer's card.

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